ClearBridge Dividend Strategy Portfolio Manager Commentary Q1 2020

ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers.
The extraordinary breadth and depth of the selloff made it difficult to meaningfully differentiate performance both within equities and across asset classes.
While social distancing impacts all companies, our portfolio has relatively less exposure to the types of consumer discretionary companies that will be most impacted, such as air travel, movie theaters and coffee shops.
While we expect the growth rate of dividends to slow, we do expect that in aggregate our portfolio companies will grow their dividends.
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Source: ClearBridge Investments
Editor's Note: The summary bullets for this article were chosen by Seeking Alpha editors.
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